The $2 Trillion Question
Are America's Largest Alternative Asset Managers Signaling a Credit Crisis? A line-by-line examination of Apollo and KKR's 10-K filings reveals $260B in Level III assets, compressing spreads, and hidden vulnerabilities.
Read Full ReportOptions Flow Reveals Wall Street's Tariff Winners and Losers
Within hours of the SCOTUS ruling, institutional options flow shifted dramatically. LULU, MCHP, and NKE saw the biggest bullish swings — while MSFT and WMT surprisingly turned bearish.
Read AnalysisSCOTUS Strikes Down IEEPA Tariffs in Landmark 6-3 Ruling
The Supreme Court holds that IEEPA does not authorize the President to impose tariffs — a decision with immediate, seismic implications for markets, trade policy, and $124B+ in collected duties.
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